Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 349,498 shares of SCHX stock, worth $8.34 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

349,498

Previous 121,186 188.4%

Holding current value

$8.34 Million

Previous $8.22 Million 1.47%

% of portfolio

1.36%

Previous 1.39%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $5.11 Million - $15.6 Million	228,312 Added 188.4%	349,498 $8.1 Million
Q3 2024 Oct 15, 2024	SELL	$61.11 - $67.85 $380,837 - $422,841	-6,232 Reduced 4.89%	121,186 $8.22 Million
Q2 2024 Aug 06, 2024	SELL	$58.7 - $64.78 $24,771 - $27,337	-422 Reduced 0.33%	127,418 $8.19 Million
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $58,679 - $65,742	-1,059 Reduced 0.82%	127,840 $7.93 Million
Q4 2023 Feb 06, 2024	SELL	$48.47 - $56.6 $38,388 - $44,827	-792 Reduced 0.61%	128,899 $7.27 Million
Q3 2023 Nov 03, 2023	SELL	$50.36 - $54.21 $32,734 - $35,236	-650 Reduced 0.5%	129,691 $6.56 Million
Q2 2023 Aug 01, 2023	SELL	$47.67 - $52.37 $331,735 - $364,442	-6,959 Reduced 5.07%	130,341 $6.83 Million
Q1 2023 May 05, 2023	SELL	$44.78 - $49.41 $88,709 - $97,881	-1,981 Reduced 1.42%	137,300 $6.64 Million
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $1.85 Million - $2.11 Million	-43,871 Reduced 23.95%	139,281 $6.29 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $1.27 Million - $1.53 Million	-29,991 Reduced 14.07%	183,152 $7.76 Million
Q2 2022 Aug 05, 2022	SELL	$43.35 - $54.51 $25,012 - $31,452	-577 Reduced 0.27%	213,143 $9.52 Million
Q1 2022 May 16, 2022	BUY	$49.51 - $57.27 $5.28 Million - $6.11 Million	106,649 Added 99.61%	213,720 $11.5 Million
Q4 2021 Mar 08, 2022	SELL	$51.9 - $57.29 $22,161 - $24,462	-427 Reduced 0.4%	107,071 $12.2 Million
Q3 2021 Nov 30, 2021	BUY	$51.52 - $54.94 $671,357 - $715,923	13,031 Added 13.79%	107,498 $11.2 Million
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $64,664 - $69,173	-1,330 Reduced 1.39%	94,467 $9.82 Million
Q1 2021 May 17, 2021	SELL	$44.9 - $48.34 $1.38 Million - $1.49 Million	-30,841 Reduced 24.35%	95,797 $9.2 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $42,576 - $49,209	1,082 Added 0.86%	126,638 $11.5 Million
Q3 2020 Nov 16, 2020	BUY	$37.26 - $43.03 $99,782 - $115,234	2,678 Added 2.18%	125,556 $10.1 Million
Q2 2020 Aug 11, 2020	SELL	$29.25 - $38.76 $1,872 - $2,480	-64 Reduced 0.05%	122,878 $9.11 Million
Q1 2020 May 19, 2020	BUY	$26.61 - $40.52 $83,342 - $126,908	3,132 Added 2.61%	122,942 $7.53 Million
Q4 2019 Feb 14, 2020	BUY	$34.42 - $38.54 $4.12 Million - $4.62 Million	119,810 New	119,810 $9.2 Million

Others Institutions Holding SCHX

# of Institutions

1,380

Shares Held

496M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Pacific Capital Wealth Advisors, Inc Schwab Strategic Tr Us Large C Transaction History